Position in SLQT
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$94,371
-$250,980 QoQ
Shares Held
149,797
-38.8% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SLQT Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $925,406,397 across 17 Insurance Brokers names. SLQT ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,579,008 | $447,328,935 | |
| 2 | BRO |
Brown & Brown, Inc.
|
2,998,461 | $195,529,639 | |
| 3 | AON |
Aon plc
|
365,706 | $118,042,580 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
484,535 | $104,940,588 | |
| 5 | CRVL |
Corvel Corp
|
461,922 | $25,244,037 | |
| 6 | WTW |
Willis Towers Watson PLC
|
42,250 | $12,282,074 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
179,474 | $7,656,359 | |
| 8 | ERIE |
Erie Indemnity Co
|
25,900 | $6,508,927 |
All Filings in SLQT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $94,371 | 149,797 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $345,351 | 244,930 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $353,965 | 180,595 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $395,379 | 166,126 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $523,534 | 156,747 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $576,395 | 154,945 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $296,603 | 136,684 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $369,958 | 134,043 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $263,010 | 131,505 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $180,195 | 131,530 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $144,305 | 123,339 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $279,675 | 143,424 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $250,684 | 115,523 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $62,711 | 93,322 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $77,560 | 106,249 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $266,636 | 107,515 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $488,742 | 175,177 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,281,408 | 141,436 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,106,095 | 85,545 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,734,165 | 193,882 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,276,446 | 178,802 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,683,451 | 129,323 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $2,531,106 | 124,993 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $8,058,155 | 318,127 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||